Clifford Rutledge
Clifford Rutledge is a registered investment advisor at Wealthtrust Asset Management, LLC, based in Destin, FL, with 37 years of industry experience. Clifford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 250 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WealthTrust Asset Management charges an annual fee based on a percentage of your portfolio. The maximum fee for discretionary accounts is 1.25%, and the maximum fee for non-discretionary accounts is 1.55%. Fees may vary based on the size of the account, complexity of the portfolio, or extent of activity. Fees are negotiable.
Location
4458 Legendary Dr., Suite 140, Destin, FL, 32541
Get directionsHistory
Regulatory History (5)
Customer Dispute
March 2018Regulatory
May 2012Regulatory
April 2008Customer Dispute
March 2008Customer Dispute
April 1997Other Business Activities
Clifford owns rental property in Santa Rosa Beach, FL, since 2016, but spends no time on it. He also does business as Duncan McHugh Investments to market his registered investment advisor services since 2018.
Employment History
Current Registrations
Wealthtrust Asset Management, LLC
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo AdvisorsBroker
Morgan Keegan & Company, INC.Broker
Morgan Keegan & Company, INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Keegan & Company, INC.Broker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
The Biedenharn Investment Group, INC.Broker
Dean Witter Reynolds INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
American Express Financial Advisors INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.